EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,219
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.56M
3
+$4.32M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.14M
5
AAPL icon
Apple
AAPL
+$2.46M

Top Sells

1
+$1.08M
2
+$815K
3
+$683K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$645K
5
IIIV icon
i3 Verticals
IIIV
+$601K

Sector Composition

1 Technology 12.9%
2 Financials 6.71%
3 Healthcare 5.35%
4 Industrials 4.9%
5 Consumer Discretionary 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$1K ﹤0.01%
+21
1927
$1K ﹤0.01%
5
1928
$1K ﹤0.01%
+27
1929
$1K ﹤0.01%
35
1930
$1K ﹤0.01%
+193
1931
$1K ﹤0.01%
+31
1932
$1K ﹤0.01%
+152
1933
$1K ﹤0.01%
+10
1934
$1K ﹤0.01%
+59
1935
$1K ﹤0.01%
35
-1,936
1936
$1K ﹤0.01%
+17
1937
$1K ﹤0.01%
+33
1938
$1K ﹤0.01%
+84
1939
$1K ﹤0.01%
155
1940
$1K ﹤0.01%
59
+32
1941
$1K ﹤0.01%
+45
1942
$1K ﹤0.01%
270
-2,291
1943
$1K ﹤0.01%
+16
1944
$1K ﹤0.01%
+47
1945
$1K ﹤0.01%
1
-2
1946
$1K ﹤0.01%
+392
1947
$1K ﹤0.01%
+47
1948
$1K ﹤0.01%
+83
1949
$1K ﹤0.01%
+14
1950
$1K ﹤0.01%
23
76 77
78
79 80